NPB Wealth Management is an independent wealth management firm that oversees the financial affairs for a select group of clients specializing in the unique issues affecting same-sex couples and families. Working with an expert team of specialists, we help our clients explore the unique opportunities and challenges presented by the shifting legal landscape in addressing their financial affairs and life/estate planning options.
Our clients, both gay and straight, are successful professionals and retirees, many of whom do not have sufficient time, interest, or inclination to tend to their financial goals and recognize they need professional guidance. We utilize a wealth management consultative process, seeking to work with clients for whom we can add extraordinary value and service.
If you're a current client, you'll find links to:
If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you achieve the financial confidence that comes from making smart financial decisions. Contact us today to schedule an appointment.
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Nan P Bailey, CFP®, AIF® Recognized as a Top Financial Advisor by Commonwealth Financial Network
Nan P. Bailey joins a panel discussion "Protect & Empower Yourself," Sat. January 28, 2012 in Wilton Manors, FL
OutProfessionals, Nan P Bailey joins a panel discussion “In$ and Out$ of Our Marriages,” 10/17/2011
Nan P. Bailey Receives FIVE STAR Wealth Manager Award
New! NPB Wealth Management Brochure
Past Events
NPB Wealth Management hosts Lambda Legal's “Take the Power! A Life & Financial Planning Symposium” December 6th, 2010, White Plains, NY.
Publications & Articles
Ms. Bailey explores how to optimize your investment portfolio over time and unique wealth management issues to same-sex couples.
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